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Investment Performance

Factsheet & Pitchbooks
Investment Performance
How to Make a Fund Factsheet
Want to know how to make a factsheet that helps you attract more prospective investors? The three most important things to include are…
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Investment Performance
What is the Treynor Ratio?
The Treynor Ratio measures the excess return for taking on additional risk. It is calculated as the strategy's mean return minus the mean risk-free rate divided by…
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Investment Performance
SEC Proposes to Enhance Private Fund Marketing
The SEC's proposal to Enhance Private Fund marketing is another in a trend for higher levels of transparency and more standardized reporting for investment managers. See what may soon be required.
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Investment Performance
What is Up-Market & Down-Market Capture Ratio?
Up- and down-market capture ratios help investors assess how a strategy holds up during different market conditions. They demonstrate how…
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Investment Performance
What is Batting Average in Finance?
Batting Average in investment analysis measures how consistently a strategy outperforms its benchmark. The minimum threshold for Batting Average in finance is…
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Investment Performance
Analyzing Investment Performance with Alpha & Beta
Analyzing alpha & beta: Demonstrate how your active management is adding value instead of risk. Understanding alpha and beta can help you…
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Investment Performance
Quality Control: How to check for errors in your investment performance
How robust is your quality control process? In light of recent investment performance troubles at PSERS, now may be a good time to evaluate your firm’s quality control procedures. Here’s what you need to know...
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GIPS Compliance
Investment Performance
Uncategorized
FINRA Rule 2210: How to calculate IRR consistent with GIPS
FINRA now requires IRR to be calculated according to the GIPS® Standards. But how do you calculate and present a GIPS compliant IRR?
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Investment Performance
The SEC’s New Advertising Rule – Presenting Performance
Wondering how to present performance under the SEC's New Advertising Rule? Do you need to use composites? The answer is…
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